If out of all the available emerging currencies you decided to bet on the Hungarian forint, you're in luck. According to Bloomberg's analysis of 24 heavily traded emerging-market currencies, all but the forint have declined over the last month. An index of the 24 currencies' exchange rates has fallen 8 percent this year to its lowest level since 1993.

As the Financial Times points out, Brazil, Colombia and Russia have been particularly hard hit by the tumble in commodity prices since they export raw materials. The Brazilian real is down 17 percent, the Colombian peso is down 22 percent and the Russian ruble is down 0.1 percent this year. The over 40 percent decline in commodity prices, which has taken place since the supercycle reached a peak in 2011, has led to a substantial selloff in debt and equity market.

So how are emerging market ETFs responding to the turbulence? Over the past month, the Global X Central Asia & Mongolia ETF (AZIA), Market Vectors MSCI EM Quality ETF (QEM) and the Global X MSCI Nigeria ETF (NGE) have been the biggest losers and are down 13.69 percent, 12. 56 percent and 12.47 percent, respectively.

Hardware and software sales are up, and Batman: Arkham Knight has played a role in the growth.

Video games are doing well. Activision (ATVI) or ElectronicArts (EA) are already up significantly in reponse to strang demand for games. And even firms with diversified businesses will get a bump as video game and hardware sales rebound.

According to NPD Group, a market research firm, the Batman: Arkham Knight title topped the June software chart and is one of the reasons hardware sales are up 8 percent year-over-year in the US, with eighth-generation consoles, e.g. Xbox One, seeing a 15 percent increase. Game sales are up 21 percent.

Strong consumer interest in games bodes well for companies like Time Warner (TWX). The success of Batman: Arkham Knight—Time Warner subsidiary Warner Bros published the game—is good news for shareholders.

For investors interested in pure game makers, look at Take-Two (TTWO). The stock is up nicely, but not like EA which is up 100 percent in the last year:

4. Time Warner Inc. (TWX, Earnings, Analysts, Financials): Operates as a media and entertainment company in the United States and internationally. Market cap at $72.66B, most recent closing price at $88.11.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

The day everyone was waiting for after Windows 8 came out in 2012 has arrived: the release of Windows 10.

Microsoft (MSFT) released Windows 10, its newest operating system software, on Wednesday. This is the first new Windows product since 2012, the same year that the heavily-lambasted Windows 8 came out and PC sales first declined. And in an effort to ensure Windows 10's success and widspread adoption, Microsoft is offering free upgrades to current users with Windows 7 or above.

E-commerce's meteoric growth is sending Amazon's shares on a tear while Wal-Mart shares are on the decline.â€‹

Excitement over the growth in Amazon.com’s (AMZN) Amazon Web Services, or AWS, was so strong that the stock rallied to $580.57 intraday on July 24. The stock’s price-multiples are beyond stratospheric, and bullishness for the company is very strong.

Amazon reported a 20 percent increase in sales in its second-quarter earnings. Free cash flow was up around fourfold, at $4.37 billion; in the prior year, it was $1.04 billion. Net income was $92 million, or $0.19 per share. Presently, Amazon’s stock boasts a forward P/E of 183.29.

Amazon’s stock performance compared to that of a traditional retailer like Wal-Mart (WMT) speaks volumes: online sales will keep getting bigger and will take market share from brick-and-mortar businesses.

After reaching a high of $90.97 in January, Wal-Mart shares have fallen steadily and are down 15.8 percent since the beginning of the year. The stock is trading around $72. Meanwhile, Amazon is up 69.9 percent over the same period.

Amazon’s valuations appear stretched, but the demand for AWS will only grow. That, along with the popularity of online retail shopping, are the two reasons the stock is richly valued.

A contrarian investor may prefer Walmart. With a forward P/E under 15, Wal-Mart is also expanding its online retailing segment. It recently opened a fulfillment centre in Bethlehem, Pennsylvania. This puts Wal-Mart in direct competition with Amazon and will require significant investment for the firm. Given the low valuation, it is not expensive for investors to consider Wal-Mart.

If Wal-Mart’s online channel is successful, then that could put an end to the downtrend in its share price.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Ad revenue is Google's bread and butter, and it's becoming more important to Facebook and LinkedIn too.

Google (GOOG) impressed the market when it reported its second-quarter results on July 16. Revenue was up 11 percent year over year, but that is not the reason investors were happy. The firm is focusing on its core strengths, and this has the market excited.

In the second quarter, Google earned $6.99 per share on revenue of $17.72 billion. The higher revenue was encouraging, but it does not justify the stock’s P/E of 29. Fortunately, Google is reigning in costs. In the past, the firm spent heavily on robotics, self-driving cars, social media and Google Glass. None of the initiatives are accretive to earnings.

Ad sales still make up the majority of Google’s revenue. With $12.4 billion in ad revenue from Google sites and $3.6 billion from other sites, the company is still a digital advertising giant. Facebook’s (FB) ad sales may eventually overtake Google’s, but that may take some time.

A few years ago, Facebook did not have any ads on mobile. In the last year, user engagement stood at one in seven minutes on mobile. Instagram also helped the social media company win a large share of mobile users’ time. By February, Facebook had two million active advertisers.

In the first quarter of 2015, Facebook’s advertising revenue grew by 46 percent, with 73 percent coming from the mobile channel. Total ad revenue was $3.3 billion. For the second quarter, Facebook expects revenue to weaken primarily due to the strong dollar.

Google’s focus back on its core businesses should help boost online ad sales. Investors already expect Facebook’s dominance in social media to continue. Expectations are high on the jobs board market front, too.

In the first quarter of 2015, LinkedIn generated $638 million in revenue. Much of that came from subscriptions to the career networking website. Ad revenue accounted for $119 million during the quarter, up 38 percent year over year.

When LinkedIn reports on July 30, the stock could rocket higher. The company warned last quarter that new product releases and a transition in the company’s sales force may negatively hurt the company’s short-term outlook.

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.

Our country relies on it, but very few much-needed improvements to US infrastructure are taking place.

New York Governor Andrew Cuomo and Vice President Joe Biden made a joint appearance Monday afternoon to announce major infrastructure upgrades to LaGuardia Airport. Adding to Biden's "third-world country" description of LaGuardia, Cuomo said the airport was "un-New York" and revealed that construction on a new LaGuardia airport will begin next year. The project is expected to cost the Port Authority of NY & NJ $4 billion.

According to the American Society of Civil Engineers' 2013 report card, which assesses and grades all segments of US infrastructure, things are in poor shape. The overall grade was a D+, and an estimated $3.6 trillion would need to be invested in infrastructure by 2020 to improve the situation.

Per Governing.com, the five largest infrastructure projects currently underway in the US are the Dulles International Airport Corridor Metrorail Project, Otay Mesa East port facility construction, modernization of O'Hare International Airport, expansion of the Crescent Corridor freight rail network and replacing the Alaskan Way Viaduct. Combined the projects will cost $21.4 billion.

While there are trillions that need to be invested in US infrastructure, the fact remains that they haven't been yet. Perhaps this is why infrastructure ETFs with exposure to potential US projects haven't been performing well. In fact, all of the following funds have underperformed the market on a monthly quarterly and year-to-date basis.

Could the LaGuardia airport project help some of these ETFs turn things around?

Kapitall Wire offers free cutting edge investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by Kapitall Inc., and its affiliate companies.